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Of the 13 tracked institutions holding IWF, 8 have a 3-year clone track record — 8 of them beat the S&P. Average holder's clone alpha: +5.3pt. It's a gauge of who owns the name, not just how many.
Among the 13 tracked institutional investors we monitor, IWF (ISHARES TR) is held with a combined value of $4.35B across 10,203,113 shares. The largest holder is FMR LLC with a position worth $3.55B (0.19% of their portfolio). 6 funds increased their holdings. 7 funds reduced their position.
Total Institutional Value
$4.35B
Total Shares Held
10,203,113
Institutional Holders
13
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $3.55B | 0.19% | -1.2% |
| 2 | BlackRock, Inc. | $552.38M | 0.01% | +31.4% |
| 3 | AQR CAPITAL MANAGEMENT LLC | $76.58M | 0.04% | +18.9% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | $49.55M | 0.01% | -49.3% |
| 5 | CITADEL ADVISORS LLC | $39.44M | 0.03% | -56.8% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $26.56M | 0.04% | +427.8% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $20.32M | 0.00% | -85.1% |
| 8 | Gotham Asset Management, LLC | $16.26M | 0.05% | +16.3% |
| 9 | VANGUARD GROUP INC | $16.02M | 0.00% | +1.6% |
| 10 | Fisher Asset Management, LLC | $6.64M | 0.00% | +29.2% |
| Member | Type | Date |
|---|---|---|
| David P. Joyce | Sell | Jun 19, 2023 |
| Daniel S Sullivan | Sell | Jul 17, 2019 |
| Daniel S Sullivan | Sell | Oct 2, 2018 |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of IWF with a position worth $3.55B, representing 0.19% of their portfolio. In total, 13 institutional investors hold IWF with a combined value of $4.35B.
Institutional investors hold $4.35B worth of IWF stock across 13 positions. The largest institutional holder is FMR LLC with $3.55B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IWF, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IWF positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$117.65
2026-07-24
YTD
-0.1%
58% of 52-week range
